How to Create a Metric

Overview

Metrics are used to track the progress of various numerical or financial goals. A Metric tracks a single goal and can be either automated or manual.

Use these steps to create a Metric:

Select the 'Value' option in the VAN header, then, click on the link for Metric's

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To create a Metric, click the 'Add Metric' button. You will see two options listed, 'Create Automatic Metric' and 'Create Manual Metric'

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How to Create an Automatic Metric

Select the 'Create Automatic Metric' option and the Automatic Metric new screen appears.

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After you enter a Name and Description for the Metric, you define the Calculation that the Metric performs. Metrics can perform a count, sum, or average. Click the button for the kind of calculation that you want, and it appears in the field. A list of Signals that you can choose from also appears.

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If you choose Count, you need only select a Signal to count. If you choose Sum or Average, you need to specify one number-type field from the Signal. Select the Signal that contains the field you want, and then type a period (.) after the Signal name. A list of number-type fields in that Signal appears. Select the field that you want the Metric to Sum or Average.

In addition to the calculation, you can add Dimensions to your Metric. Dimensions let you further break down the view of the data.

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How to Create a Manual Metric

Select the 'Create Manual Metric' option and the Manual Metric new screen appears.

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Fill out required fields

  • Name
  • Description
  • Select a Currency, Number, or Percent based on what type of value the Manual Metric will be tracking

Click the Save Button to save the Metric

 

 

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